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Inactive

Jacob Eric Valdick

Valeo Financial Advisors, LLC

Carmel, IN

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Current Employers
Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-01-03
  • IN RA
    APPROVED
    Since 2023-01-03

Branch Locations

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valeo Financial Advisors, Llc Carmel IN 01/2021 03/2021
Glenbare West High School Glen Ellyn IL 08/2013 05/2017
Foster Pike & Associates Indianapolis IN 01/2020 04/2020
Anthem Indianapolis IN 05/2020 07/2020
Windsor Wealth Management Indianapolis IN 08/2020 11/2020
Valeo Financial Advisors, Llc Carmel IN 04/2021 Present
Butler University Indianapolis IN 08/2017 05/2021
Unemployed Glen Ellyn IL 05/2017 08/2017
  • 01/2021 → 03/2021
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 08/2013 → 05/2017
    Glenbare West High School
    Glen Ellyn, IL
  • 01/2020 → 04/2020
    Foster Pike & Associates
    Indianapolis, IN
  • 05/2020 → 07/2020
    Anthem
    Indianapolis, IN
  • 08/2020 → 11/2020
    Windsor Wealth Management
    Indianapolis, IN
  • 04/2021 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 08/2017 → 05/2021
    Butler University
    Indianapolis, IN
  • 05/2017 → 08/2017
    Unemployed
    Glen Ellyn, IL
Designations
Other Names
  • Jacob Valdick

View on SEC IAPD

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Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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